Case Study 6
Analysis of Cleantech Funds for Family Office Investment
Conduct a comparative analysis of the global clean tech private equity space and deliver a strategy to deploy $50m over five years
Client
London based family office
Mandate
Conduct a comparative analysis of all “clean tech” private equity funds and deliver a strategy for the deployment of $50m earmarked for this asset class.
Methodology
Marmanie conducted a broad market investment analysis comparing the strategies, performance and management teams of over 75 players in the alternative energy/clean technology space. Interviews and due diligence were conducted for each fund. A matrix was then produced including the quantitative and qualitative variables of each fund which was assigned an overall score ranking it in relation to its peer group.
Outcome
As a result of Marmanie’s work, the client chose a lead fund for which he became a Venture Partner. He also committed capital to a number of other funds to be disbursed over a five-year period, received co-investing rights with several private equity players and formed a strong network of relationships across the emerging clean technology/carbon trading space that he can leverage for future investment opportunities.
Value Added
Due to the thorough, hands-on, and relationship driven approach, the client received an investment strategy, preferential terms for investing, a financial model that can be used for all future due diligence and fund selection. Most importantly, the client was able to enter the clean tech space as an active investor as opposed to a passive market participant.